Trust & Will is the easiest way to create, edit, store, and share your estate plan. Our mission is to help everyone leave a lasting legacy.

Insurance

Internet

Trust & Will

Trust & Will's headquarters in San Diego, CA, United States

Cody Barbo

Daniel Goldstein

Dale Sperling

Ada Madigan

Ron Wangerin

Stephany Bader

This department focuses on overseeing product development, strategy, and design to meet market needs and drive growth.

Product Management

This department is responsible for managing client relationships and driving revenue through the sale of products and services.

Sales Department

The Engineering Team at Trust & Will is responsible for developing and maintaining the software platform that powers the company's estate planning services. This team collaborates on building scalable, user-friendly applications, ensuring secure data management, and enhancing the overall user experience. With a diverse array of expertise, they work together to implement innovative solutions that align with the mission of helping customers effectively manage their legacies.

Engineering Team

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

This department provides assistance and resources to members, ensuring their needs are met and fostering a positive experience.

Member Support Services

This department oversees the strategic direction and compliance of the organization through board oversight and guidance.

Trust & Will

Org chart

Teams

Product Management

Sales Department

Engineering Team

Software Development

Member Support Services

Board Governance

Offices

Trust & Will

Org chart

Teams

Product Management

Sales Department

Engineering Team

Software Development

Member Support Services

Board Governance

Offices

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